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Beneficient
BENF

20 hedge funds and large institutions have $796K invested in Beneficient in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

25% more funds holding

Funds holding: 16 → 20 (+4)

0.59% more ownership

Funds ownership: 2.19% → 2.78% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less capital invested

Capital invested by funds: $994K → $796K (-$198K)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$67.5K
2
Jane Street
Jane Street
New York
+$56.4K
3
Stifel Financial
Stifel Financial
Missouri
+$52K
4
AFP
Ausdal Financial Partners
Iowa
+$46.6K
5
VF
Virtu Financial
New York
+$40.9K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.87K
2
TRCT
Tower Research Capital (TRC)
New York
-$17
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1
Hatteras Investment Partners
North Carolina
$419K – – –
Stifel Financial
2
Stifel Financial
Missouri
$54K +$52K +6,025 +198%
UBS Group
3
UBS Group
Switzerland
$53.7K +$67.5K +7,824 +659%
AFP
4
Ausdal Financial Partners
Iowa
$47.2K +$46.6K +5,402 +214%
State Street
5
State Street
Massachusetts
$44.3K – – –
HAG
6
HighPoint Advisor Group
Illinois
$42.1K – – –
Jane Street
7
Jane Street
New York
$38.9K +$56.4K +6,538 New
VF
8
Virtu Financial
New York
$28K +$40.9K +4,738 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$18.1K +$7.35K +852 +39%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18K +$10.8K +1,250 +71%
Vanguard Group
11
Vanguard Group
Pennsylvania
$9.22K – – –
HF
12
HRT Financial
New York
$9K +$14.2K +1,651 New
BlackRock
13
BlackRock
New York
$6.8K -$1.87K -217 -16%
TRCT
14
Tower Research Capital (TRC)
New York
$3.97K -$17 -2 -0.3%
LIS
15
Legacy Investment Solutions
Idaho
$1.49K – – –
LWMI
16
Legacy Wealth Management (Idaho)
Idaho
$1.49K – – –
FMP
17
Financial Management Professionals
Texas
$302 – – –
NFSG
18
Newbridge Financial Services Group
Florida
$140 – – –
SS
19
SBI Securities
Japan
$28 +$43 +5 New
Bank of America
20
Bank of America
North Carolina
$24 +$9 +1 +33%
T
21
Transce3nd
Texas
$1 – – –

BENF Hedge Fund Activity: Q4 2024 in Review

20 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Beneficient (BENF) for Q4 2024, worth a combined $796K — down 20% from $994K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BENF positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $67.5K. The largest seller was BlackRock, cutting an estimated $1.87K.

  • 20 institutional investors held Beneficient (BENF) as of Q4 2024, up from 16 in Q3 2024.
  • Funds reported $796K of Beneficient stock for Q4 2024, down 20% quarter-over-quarter.
  • 4 funds opened new Beneficient positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest Beneficient buyer in Q4 2024 was UBS Group, an estimated $67.5K added.
  • The largest Beneficient seller in Q4 2024 was BlackRock, an estimated $1.87K sold.

Based on aggregated 13F filings for Q4 2024.